EXECUTIVE DIRECTOR

Financial planning

Paragem Dealer Services will change its name to Pathway Licensee Services as part of the integration of the business with its new parent company, netwealth Group....

image
Superannuation

David Shirlow outlines key developments in the alignment of tax and superannuation law with respect to insurance held inside super funds....

image
Financial planning

Acquisitions of platform providers should include more financial adviser consultation where white labelling is involved, according to the Association of Independently Own...

image
Financial planning

The Government has ensured financial planners will have a voice at its latest superannuation roundtable....

image
Financial planning

Australian Ethical Investment has appointed current director Steve Newnham as its executive director of business development....

image
Financial planning

Australian Ethical Investment has appointed current director Steve Newnham as its executive director of business development....

image
Financial planning

Since its establishment in February this year, MLC's retirement solutions team has grown to 10 people. Of those, eight were recruited straight from AXA....

image
Financial planning

There is a major shift towards creating a self-managed super fund paperless administration system, with cost rationalisation and new SuperStream measures being the main d...

image
Superannuation

The use of more hands-on, low-cost administration services can lower the balance threshold of where an SMSF becomes economic to the low $100,000s, according to Sharesight...

image
Financial planning

Fee-for-service financial advisers will be more likely to find value in unbundling services rather than using an all-in-one wrap, according to Sharesight executive direct...

image
Funds management

New managing director appointed as Darren Steinberg departs Colonial First State Global Asset Management Property....

image
Superannuation

In a move to offer alternative investment options for retirement, Westpac has launched a range of term deposit products in what the bank sees as a growing market....

image
Financial planning

With responsible investing shaping as a big growth market, global investment manager AXA Investment Managers (AXA IM) is leading the way in the sector with its focus on t...

image
People & Products

Midwinter Financial Advice Software has announced that executive director strategy and advice Matthew Esler has stepped down from his current role and been appointed dire...

image
Funds management

A New York roundtable has revealed plenty of support for Australia capturing the benefits of the commodities boom by establishing a sovereign wealth fund...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

19 hours 59 minutes ago

Interesting. Would be good to know the details of the StrategyOne deal....

5 days 1 hour ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 5 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

3 days 23 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 days 2 hours ago